GENEROSITY PLANNING

With deep, dedicated expertise in all facets of generosity planning, we provide resources and services designed to support your generosity goals.  We help you develop personalized strategies and provide the tools – whether that might involve a donor-advised fund, private foundation or charitable trust – to maximize your impact.

We work with you to design a Generosity Plan to turn your vision into reality. Starting with your Blueprint, we help you identify what’s important to you along with how and where you want to make a difference. Then, we develop a customized Action Plan with specific steps to move you toward your goals. Your Dashboard provides a way to measure and reflect on where you are relative to your goals.

SignatureGENEROSITY^® is led by Blair C. Cunningham.
Partner, Director of SignatureGENEROSITY^®

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